Insurance Payment Deposit Slip

The Insurance Payment Deposit Slip report displays posted payments by patient, payer, and received date. It displays the insurance payment received [posted] by the practice for a particular date range.

To generate the Insurance Payment Deposit Slip report:

1.In the Report Type Section;
•To retrieve the details by patient, select Details by Patient.
•To retrieve the details by payer, select Details by Payer.
2.In the Date of section;
•To generate report based on the dates of payments received, select Received date.
•To generate report based on the dates of payment posting, select Posted date.
3.Enter or select the date using the Calendar icon.
4.Enter the check number for which report is to be generated.
5.Select the Facility(s) to include by using the drop-down menu.
6.Select the Provider(s) to include by using the drop-down menu.
7.Start typing the patient name and select using smart search results.
8.Select the payer using drop down list.
9.Select the mode of payment posting using drop down list.
10.Enter or select the check date from and to using Calendar.
11.Select one or more payment modes for which report needs to be generated.
12.Select the User Name(s) to include by using the multi select drop-down menu.
Note: The “User” refers to the user who created that charge.
13.In the Sort By field:
•To sort the report by payment modes, select Payment Mode.
•To sort the report by patient name, select Patient Name.
•To sort the report by users, select User Name.
14.Click the “Generate Report” button. The report will be displayed in the screen below.

 

clip0193